Ways to use e-signing in TaxDome: Overview

Using electronic signatures allows clients to sign important documents and agreements, such as proposals or regular payments, from their phones or computers, which saves everyone time. E-signatures are just as legally binding as putting pen to paper. Plus, you can also request e-signatures from more than one person for the same document.

E-signatures, explained

Electronic signatures have been recognized by law in the U.S., Canada, Europe and Australia since the early 2000s. An e-signature is just as valid as a handwritten signature, but clients don’t have to take time from their busy schedules to print, sign, make copies and mail a document back via regular mail. Instead, they e-sign documents and accept agreements on their TaxDome portal. There are four ways to use electronic signatures on TaxDome:

• Requesting clients to e-sign completed documents and forms

  • Great for official government forms
  • You can request KBA/QES
  • You can freely adjust the signature location
  • You can allow clients to e-sign documents without logging into the client portal

• Requesting clients to e-sign an agreement with your firm

  • Great for proposals and engagement letters, doesn’t work for official government forms
  • Quick setup

• Requesting clients to e-sign an agreement that includes regular payments to your firm

  • Quick setup
  • Request client’s approval on charging their card automatically in accordance with a schedule

• Requesting clients to e-sign tax returns

  • Great for delivering completed tax returns with signatures and payments
  • Guided step-by-step client experience

Request clients to e-sign completed documents and forms

Here’s how to use e-signatures with our Request signature feature:

1. Upload the document.

2. In the Documents tab, click the three dots to the far right of the file and select Request signature. Alternatively, open the document and click the Request signature icon in the top-right corner.

3. Choose the signer manually in the Signers list, add them using their email or apply a signature template .

4. Indicate where the client needs to add their signature. Add as many e-signature fields as you need, one for each signer.

5. Add a custom message for the client. 

6. Add any number of date and free-text fields to request any information you need from a client.

7. Add your or your team members’ e-signatures to documents. Here’s what e-signing looks like for the client:

   

   Once the client has e-signed, you’re alerted with a notification in your email and Inbox+. The completed document is visible in the client account profile and downloadable.

Note

TaxDome does not currently support e-signatures for password-protected documents.

Request clients to e-sign an agreement with your firm

Here’s how to use e-signatures with our Proposals feature:

1. Create proposal templates for your agreements. You can choose whether one or all signatories must sign the proposal for it to be considered complete. An e-signature request and an agreement to terms are automatically added to the proposal template at the bottom of the page. Please note that you cannot adjust the signature location in proposals.

2. Edit the template if needed and send the proposal to the client for e-signing.

3. All contacts with a Signatory authority that are linked to the client’s account will be prompted to e-sign the proposal from their client portal. Depending on the proposal settings , the proposal is considered signed when at least one or all the parties have added their e-signatures. You can also manage signers after you send the proposal. If you added an invoice on proposal acceptance, at least one contact must enter their payment details to proceed.

   Here’s what the e-signing process looks like for the client:

   

4. Once your clients have e-signed, you are alerted with a notification in your email and Inbox+. The completed proposal is visible in the client account profile. By clicking the name of the proposal, you can see the client’s signature, along with the date and time stamp.

Request clients to e-sign an agreement that includes regular payments to your firm

Here’s how to use e-signatures with our Recurring invoices feature:

1. Create a recurring invoice with automatic payment authorization. You won’t need to mark it up with e-signature fields; an e-signature request and an agreement to terms are automatically added to the recurring invoice.

2. All contacts with a signatory authority linked to the client account will be prompted to e-sign the recurring invoice from their client portal. However, a single signature is enough to accept a recurring invoice.

3. Once your clients have e-signed, you are alerted with a notification in your email and Inbox+; the client’s credit card/bank account will be charged automatically in accordance with a schedule inlined in the recurring invoice.

   

Request clients to e-sign tax returns

Note

Tax return delivery is only available for US firms.

Here’s how to use e-signatures with tax return delivery :

1. Create a tax return delivery package with your completed tax return documents.

2. Add signature requests for forms and documents that require client signatures.

3. Send the delivery to clients. They’ll review documents, sign forms and documents, and pay invoices through a guided step-by-step flow.

4. Once clients complete all required actions, you receive notifications via email and Inbox+.

Share

Link copied